Client Access
At Clapboard Hill Private Wealth, we pride ourselves on the close relationship we have with each of our clients. We also believe being on the forefront of technological innovation and transparency is crucial to our investment and service platform. In accord with that notion, we offer our clients 3 ways to view accounts, interact with client reports, and view current performance and asset allocation reports and infrastructure. Please see below for links to access Fidelity’s custodial website, the eMoney financial planning website, and the Orion Portal. Please do not hesitate to reach out if you have any issues with logging in or would like to set up a screen-share for navigation support, as we are here to help.
Leaving Site Disclaimer When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.